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Synchronizing Marketing Lists from Dynamics CRM to MDM

When creating a Marketing List from Microsoft Dynamics Marketing (MDM), there is an out-of-box (OOB) option to synchronize with CRM. However, synchronizing from CRM to MDM functions slightly differently.

To synchronize from MDM to CRM, navigate to the Marketing List and check Synchronize with CRM. The list will now automatically update when contacts meeting the established criteria are added.

A new field is added to the Marketing Lists fields when the solution is imported. Simply select the Sync Enabled field and add it to your Marketing List form. Toggle to Yes on Sync Enabled synchronize the list from CRM to MDM.

JoeCRM

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